They had savings but not confidence. Rainmaker helped align results with how they wanted to feel about money.
Conservative investor
Feel emotionally and financially aligned with their portfolio
Market swings created anxiety and avoidance. They wanted calm and clarity.
This client began investing with Rainmaker in 2015, initially seeking to reduce exposure to unpredictable public markets. Over the years, we have built and evolved their portfolio to deliver steady income and long-term growth, while diversifying across sectors to manage risk.
The portfolio today includes:
- Institutional-grade residential and storage real estate for stable, inflation-hedged cash flow.
- Private credit and mortgage investments for consistent, asset-backed yields.
- Essential-service operating companies in healthcare and industrial sectors for durable returns.
- Alternative income sources such as royalties.
- Selective late-stage private equity for targeted long-term appreciation.
- Tax-advantaged structuring (for non-registered accounts) through holdings that may pay a portion or all distributions as return of capital, protecting after-tax profits. (Not applicable to registered accounts.)
They feel in control and optimistic - without checking markets daily.
Respect for the emotional side of money, paired with disciplined selection and targets.
Relief, clarity, and steady progress are finally in sync.
